WE ARE A HOLISTIC FINANCIAL PLANNING AND WEALTH
MANAGEMENT ORGANIZATION FOCUSED ON PROVIDING CLIENTS WITH INDIVIDUALIZED SOLUTIONS THAT CREATE
FLEXIBILITY AND OPTIONALITY FOR THEIR FINANCIAL WELL BEING.
THE GREATEST SOURCE OF FINANCIAL ANXIETY IS THE LACK OF A
PLAN. OUR PLANNING = YOUR PEACE OF MIND
LWS FINANCIAL PROVIDES AN EXCEPTIONAL LEVEL OF UNDERSTANDING AND EXPERIENCE. NAVIGATING
SOPHISTICATED MARKETS IN A WAY THAT MAKES SENSE. MAKING THE COMPLICATED SIMPLE.
The most satisfying thing for me is that our clients are in a far better situation after we
work with them than before they came to us.
Lee Weinstein, Founder
AWARDS & METRICS
years of investment experience
in assets under management
of life insurance protection placed